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Excel Template Workbooks

Excel Templates

These templates are available free of charge. Each template can be used alone or with the IIF Transaction Creator and shows a more advanced example of what you can do with the IIF Transaction Creator or IIF Transaction Creator Pro.

NOTE: These templates don’t replace the standard spreadsheet style examples built into the IIF Transaction Creator.  To see the standard examples, first download and install the IIF Creator in trial mode (no charge) and then see the “Examples” menu.

Employee Expense Report

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Use this template to import employee expense reports into QuickBooks with just a few clicks. The template accommodates employee paid expenses and mileage and also employer paid expenses.

The template can be setup for your employees and optionally works with the IIF Creator to import expense report details. When imported into QuickBooks, a check payable to the employee is created for the employee paid expenses, complete with account & description details from the expense report. Also, if company expenses are entered they are automatically exported to the appropriate company credit card account (this is configured in the template.)

 

Depreciation Calculator

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Use this template to calculate depreciation for assets. You can specify the depreciation type (straight line, sum of digits, or double-declining balance), the length of the depreciation schedule, and other options.  The worksheet will then instantly calculate the depreciation and create a ready-to-import series of monthly depreciation transactions.

 

Invoice Template

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Use this template as a fill-in Excel invoice. Once you’ve added your data, you can create an IIF file and import it into QuickBooks. This simple template can be customized and formatted with printing options not available in QuickBooks, such as a total Quantity & line numbers.

 

Estimate and Purchase Order Templates

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These templates are similar to the Invoice template above, but for Estimates and Purchase Orders.

 

Journal Template

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Use this template to enter multiple journal transactions in Excel. You can even set them up with custom formulas for future time savings.  Here’s an example:

 

Loan Payment Calculator

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Use this template to setup payments for a loan with principal and interest calculated for you. Match your bank’s calculation or use this template to calculate payments on a non-bank loan. Payments are instantly calculated and ready for export to QuickBooks.